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Anchor Investment Management CRD 135296
$1.52B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3205 Devine Street, Columbia, SC 29205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-07-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Investment Management, Llc | Columbia | SC | 05/2021 | Present |
| First Palmetto Bank | Columbia | SC | 08/2020 | 04/2021 |
| Unemployed | Columbia | SC | 01/2020 | 08/2020 |
| Southern First Bank | Columbia | SC | 04/2018 | 01/2020 |
| Crescom Bank | Columbia | SC | 05/2017 | 04/2018 |
| Wells Fargo Bank | Columbia | SC | 09/2012 | 04/2017 |
| Northeast Columbia Soccer Assn. | Columbia | SC | 08/1997 | 04/2020 |
Brian has been a licensed insurance agent in the state of South Carolina since 2022. He spends approximately 5 hours per month during trading hours on insurance activities. To protect client interests, Anchor Investment's policy is to disclose all forms of compensation before any such transaction is executed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-30 |
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